+531.5%
RKLB vs SPOT
+128.7%
+402.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +2.4% | -6.3% | -4.9% |
| 7D | +15.9% | +1.6% | +14.3% | +15.2% |
| 30D | +4.0% | +16.9% | -13.0% | -3.5% |
| 3M | -23.2% | +23.0% | -46.1% | -31.1% |
| 6M | -50.4% | +42.2% | -92.6% | -59.2% |
| YTD | -11.8% | +5.5% | -17.3% | -18.9% |
| 1Y | +36.0% | -5.1% | +41.0% | +31.9% |
| 3Y | +1,321.0% | +257.9% | +1,063.1% | +638.2% |
| 5Y | +328.2% | +118.4% | +209.8% | +127.5% |
| All | +531.5% | +128.7% | +402.8% | +237.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded SPOT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling